Connect Casebook to Hibob

Both apps 29Casebook 17Hibob 12

• Trigger
  New Case

  Triggers when a new case is created in Casebook.

• Trigger
  New Intake Report

  Triggers when a new intake report is created in Casebook.

• Trigger
  New Person

  Triggers when a new person is created in Casebook.

• Action
  Add a Person to a Case

  Adds a person to a Casebook case.

• Action
  Create a Case

  Creates a new case in Casebook with a name, description and case type.

• Action
  Create an Intake Report

  Creates a new intake report in Casebook with a name, narrative and report type.

• Action
  Create a Note

  Creates a note in Casebook, optionally attached to a person, case or other record.

• Action
  Create a Person

  Creates a new person in Casebook with their name and basic demographics.

• Action
  Create a Provider

  Creates a new provider in Casebook with a name and contact details.

• Action
  Delete a Person

  Deletes a person in Casebook. The record is hidden from view, not permanently purged.

• Action
  Find People

  Finds Casebook people by first name, last name or date of birth and returns the first match.

• Action
  Get a Case

  Returns one Casebook case by ID, including its name and description.

• Action
  Get an Intake Report

  Returns one Casebook intake report by ID, including its name, narrative and when it was reported.

• Action
  Get a Person

  Returns one Casebook person by ID, including name, date of birth and other demographics.

• Action
  Get a Provider

  Returns one Casebook provider by ID, including its name, email and phone number.

• Action
  Update a Case

  Updates a Casebook case's name, description or goals. Only the fields you fill in are changed.

• Action
  Update a Person

  Updates a Casebook person's name or demographics. Only the fields you fill in are changed.

• Action
  Add employee

  Creates a new employee in Bob with their name, email, site and start date, and optionally their department and job title.

• Action
  Add time off request

  Submits a new time off request for an employee in Bob, in days, hours or a per-day schedule.

• Action
  Delete time off request

  Cancels an existing time off request for an employee in Bob.

• Action
  Find employees

  Finds employees in Bob by email or employee ID, or returns all accessible employees when both are blank.

• Action
  Get employee

  Returns one employee's record from Bob, looked up by employee ID or email, including any requested custom fields.

• Action
  Get time off balance

  Returns an employee's time off balance for a policy type as of a given date, including taken days, adjustments and annual allowance.

• Action
  Get time off request

  Returns the full details of one time off request for an employee in Bob, including its type, dates, duration, status and approval details.

• Action
  List company lists

  Returns all company lists in Bob (such as departments, sites and job titles) with their items.

• Action
  List employee fields

  Returns the metadata of every employee field defined in Bob, including the company's custom fields.

• Action
  List employee work history

  Returns an employee's work history: every entry in their Work table, such as job title, department, site and reporting line changes with effective dates.

• Action
  Terminate employee

  Terminates an employee in Bob, setting their status to Terminated as of the termination date you specify.

• Action
  Update employee

  Updates fields on an existing employee's record in Bob; fields you leave blank are unchanged.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.